Member Details

Palos Wealth Management Inc.

Palos provides discretionary wealth management to individuals and institutions. With offices in Toronto and Montreal, Palos' team of investment professionals brings decades of experience

Founded

2001

Assets

$500 million

Strategies

Equity income, small cap growth, SRI large-cap, technical, high-conviction, options.

Palos is a multi-strategy, multi-advisory firm. Each portfolio manager brings a different approach to investing.

Grow and preserve wealth.

Philosophy

Palos is a multi-strategy, multi-advisory firm. Each portfolio manager brings a different approach to investing.

Approach

Palos is a multi-strategy, multi-advisory firm. Each portfolio manager brings a different approach to investing.

Team

Charles Marleau, Portfolio Manager
Joany Pagé, CFA, Portfolio Manager
Robert Mendel, Portfolio Manager
Wakeham Pilot, Portfolio Manager
William Mitchell, Portfolio Manager
Mike Hoehn, CFA
Bob Barootes, Vice President, Business Development
Karen Shoffner, CFA, Portfolio Manager

Alain Lizotte

Chief Financial Officer

Contact information

Alain Lizotte
alizotte@palos.ca
1 Place Ville Marie
Montréal (QC) H3B 2B6

Telephone: 5143070463
Website: www.palos.ca

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